Colonial Trust’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.76M | Buy |
4,541
+19
| +0.4% | +$7.38K | 0.26% | 91 |
|
|
2025
Q1 | $1.49M | Sell |
4,522
-48
| -1% | -$15.8K | 0.23% | 95 |
|
|
2024
Q4 | $1.66M | Buy |
4,570
+1,334
| +41% | +$484K | 0.25% | 90 |
|
|
2024
Q3 | $1.27M | Buy |
3,236
+48
| +2% | +$18.8K | 0.2% | 107 |
|
|
2024
Q2 | $1.06M | Hold |
3,188
| – | – | 0.19% | 99 |
|
|
2024
Q1 | $1.17M | Buy |
3,188
+35
| +1% | +$12.8K | 0.22% | 93 |
|
|
2023
Q4 | $932K | Sell |
3,153
-98
| -3% | -$29K | 0.19% | 105 |
|
|
2023
Q3 | $888K | Buy |
3,251
+13
| +0.4% | +$3.55K | 0.22% | 92 |
|
|
2023
Q2 | $797K | Buy |
3,238
+5
| +0.2% | +$1.23K | 0.19% | 96 |
|
|
2023
Q1 | $740K | Buy |
3,233
+21
| +0.7% | +$4.81K | 0.19% | 98 |
|
|
2022
Q4 | $769K | Buy |
3,212
+9
| +0.3% | +$2.16K | 0.21% | 95 |
|
|
2022
Q3 | $526K | Buy |
+3,203
| New | +$526K | 0.17% | 120 |
|